BS
BS

Brian Scigliano

43 Years of Experience
Boise, ID
Broker

Brian Scigliano is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Boise, ID, with 43 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

800 West Main Street, Suite 1260 (12th Floor), Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the President of the Idaho Human Rights Commission, reviewing human rights violations. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
April 2014 - Present · 12 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
April 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wedbush Securities INC.
September 2007 - May 2014 · 6 yrs 8 mos
Wedbush Securities INC.Broker
September 2007 - May 2014 · 6 yrs 8 mos
D.A. Davidson & CO.Broker
July 2003 - September 2007 · 4 yrs 2 mos
D.A. Davidson & CO.
July 2003 - September 2007 · 4 yrs 2 mos
Wells Fargo Investments, LLC
January 2002 - August 2003 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
October 2001 - August 2003 · 1 yr 10 mos
Wells Fargo Van Kasper, LLCBroker
December 1999 - October 2001 · 1 yr 10 mos
Wells Fargo Securities INC.Broker
September 1998 - December 1999 · 1 yr 3 mos
Intersecurities, INC.Broker
September 1997 - December 1998 · 1 yr 3 mos
CUNA Brokerage Services, INC.Broker
July 1997 - July 1997 · 0 mos
Intersecurities, INC.Broker
April 1991 - July 1997 · 6 yrs 3 mos
Pw Securities, INC.Broker
June 1990 - April 1991 · 10 mos
Raymond James & Associates, INC.Broker
December 1989 - June 1990 · 6 mos
Pw Securities, INC.Broker
December 1988 - December 1989 · 1 yr
Fidelity Investments Institutional Services Company, INC.Broker
January 1988 - September 1988 · 8 mos
Ur Financial, INC.Broker
May 1986 - October 1987 · 1 yr 5 mos
Security First Financial, INC.Broker
March 1982 - July 1986 · 4 yrs 4 mos
State Registrations21 states
AZCACOCTFLIDILMAMOMTNENHNJNYOHSCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian Scigliano - Financial Advisor | TrueAdvisor